100 episodes

The Center for Investment Excellence features educational insights across asset classes and investment themes designed to give you the tools you need to empower better decisions and build stronger portfolios.

Center For Investment Excellence J.P. Morgan Asset & Wealth Management

    • Investing
    • 4.2 • 73 Ratings

The Center for Investment Excellence features educational insights across asset classes and investment themes designed to give you the tools you need to empower better decisions and build stronger portfolios.

    The REIT Market: Past, Present & Future

    The REIT Market: Past, Present & Future

    Kevin Bedell and Bob Culver of Security Capital Research & Management address emerging trends in the REIT market and the effects of social distancing and COVID-19 on commercial real estate investment opportunities.

    • 29 min
    Retirement Income: Trends & Considerations

    Retirement Income: Trends & Considerations

    Katherine Roy, Chief Retirement Strategist, and Dan Oldroyd, Head of Target Date Strategies, discuss retirement income, including the important role participant behavior plays in an effective withdrawal strategy and surprising trends that suggest it may be time to re-examine popular replacement income strategies.

    • 30 min
    Opportunities in Emerging Markets

    Opportunities in Emerging Markets

    Sonal Tanna, Emerging Markets and Asia Pacific Equities Portfolio Manager (EMAP), and Tim Morris, EMAP Investment Specialist, discuss the opportunities and risks ahead for emerging markets in the wake of the pandemic.

    • 28 min
    Reaching Portfolio Objectives In Changing Markets

    Reaching Portfolio Objectives In Changing Markets

    Jared Gross, Head of Institutional Portfolio Strategy, reviews four themes for improving portfolio performance in the current environment: diversifying your hedge, making income an objective, optimizing illiquidity, and improving capital efficiency.

    • 42 min
    The benefits of active fixed income in TDFs

    The benefits of active fixed income in TDFs

    Lynn Avitabile, Investment Specialist, SmartRetirement, and Ben Christensen, Fixed Income Investment Specialist, share how the current market is impacting target date funds, the benefits of active management, and the opportunities and risks investors should consider moving forward.

    • 28 min
    Views on large cap equity investing during uncertain times

    Views on large cap equity investing during uncertain times

    Giri Devulapally, Portfolio Manager in the U.S. Equity Group, shares his views on the large cap growth sector amid the pandemic, and the opportunities and risks investors should consider going forward.

    • 38 min

Customer Reviews

4.2 out of 5
73 Ratings

73 Ratings

MSavola ,

The Benefits of Active Fixed Income

This podcast by Lynn Avitabile and Ben Christensen is a helpful discussion of the benefits of active fixed income management and investment factors to consider, and also a helpful overview of the history of fixed income indexing. Thank you.

SAARKESH ,

Missed Opportunity to Advise

Too concerned about the legal ramifications of the content to make the OPINION expressed useful as a real advice or guidance.

jnk10 ,

Hypothetical only

Not sure what to think of this podcast. There is a 5 min+ legal disclaimer (I am not kidding) at the end, according to which any examples on the podcast are HYPOTHETICAL only. My suggestion to the creators would be include some ACTUAL data and examples as well .. they would greatly enhance the quality of this podcast.

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